Branch Operations & Admin Specialist

Socket.dev; Alliance (OH); On-site; USD 42,000 - 56,000; Full time

Job summary

Morgan Stanley is seeking a Branch Administrator to provide comprehensive administrative support across the branch, assisting the Branch Manager and ensuring smooth operations for Financial Advisors and staff.

The role involves expenses management, event coordination, HR support, and office administration, with opportunities to contribute to firm initiatives and process improvements in a fast-paced environment.

Qualifications

• Proficient in MS Office and general office software.
• Excellent verbal and written communication skills.
• Strong organizational skills with attention to detail.
• Ability to multitask and meet deadlines.

Responsibilities

• Provide administrative support for Branch Manager and staff.
• Coordinate travel, meetings, and events with proper approvals and record-keeping.
• Coordinate with Accounts Payable on invoices, vendor setup, and payments.
• Maintain branch finance and expense information in collaboration with relevant teams.
• Serve as liaison with internal and external partners for branch initiatives.
• Support HR-related tasks via HR systems (onboarding, transfers, paperwork).
• Lead or assist in training programs and branch projects as needed.
• Oversee office administration tasks including calendar management and facilities contacts.

Skills

MS Office

Excellent communication

Time management

Judgement

Interpersonal skills

Detail oriented

Prioritization

Team player

Adaptable

Proactive

Discretion / confidentiality

Licensing readiness (Series 7/66 or 63

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Branch Administrator to provide comprehensive administrative support across the branch, assisting the Branch Manager and ensuring smooth operations for Financial Advisors and staff.

The role involves expenses management, event coordination, HR support, and office administration, with opportunities to contribute to firm initiatives and process improvements in a fast-paced environment.